BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Advocate, Inc. dba Nava Benefits

New York, NY

Advocate, Inc. dba Nava Benefits collected $447,338 in commissions and fees from 9 employer health plans in plan year 2024 filings, ranking #967 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$447,338
$413,545 commissions · $33,793 fees
Employer plans
9
21 contracts
Rank
#967
top 8% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Best Formulations, Inc. · California$222,099417
Umbra Lab, Inc. · California$84,456116
Remote Technology Services Inc. · California$71,3701,055
Inventure Capital Corporation dba Tala · California$30,610128
Ellison Technologies, Inc. · California$21,677332
RRM Design Group, Inc. · California$6,942181
Warp Drive, Inc · California$6,905142
Valley Achievement Center · California$1,653104
The Raymond Group · California$1,626125

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

9 plans

How much does Advocate, Inc. dba Nava Benefits earn from employer health plans?

In plan year 2024 filings, employers reported paying Advocate, Inc. dba Nava Benefits $447,338: $413,545 in commissions and $33,793 in fees, across 21 insurance contracts at 9 employers. That ranks #967 of 12,126 brokers in the public record.

What commission rate is paid on plans Advocate, Inc. dba Nava Benefits brokers?

Not enough fully insured medical plans name Advocate, Inc. dba Nava Benefits as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Advocate, Inc. dba Nava Benefits?

The largest reported payers in 2024 were Best Formulations, Inc., Umbra Lab, Inc., Remote Technology Services Inc.. California is its biggest state by employer count (9 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.